NIE

Virtus Equity & Convertible Income Fund
NIE

Overview Fund Activity

78 hedge funds and large institutions have $177M invested in Virtus Equity & Convertible Income Fund in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
-13
Holders Change %
-14.29%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
22
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$34.5M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$6.21M
3
Morgan Stanley
3
Morgan Stanley
New York
$19.2M
4
UBS Group
4
UBS Group
Switzerland
$13.3M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$9.49M

Top Sellers

1
KIM
1
Karpus Investment Management
New York
$3.56M
2
CA
2
Cornerstone Advisors
North Carolina
$0
3
SFS
3
Shaker Financial Services
Virginia
$742K
4
AAM
4
Advisors Asset Management
Colorado
$14.3M
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
51
Graves Light Lenhart Wealth
Virginia
$256K – – –
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$255K -$100K -3,704 -28%
WI
53
Wintrust Investments
Illinois
$244K +$55.6K +2,050 +30%
Baird Financial Group
54
Baird Financial Group
Wisconsin
$238K -$2.8K -103 -1%
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$227K +$16.7K +615 +8%
PCM
56
Parsons Capital Management
Rhode Island
$217K – – –
BAM
57
Belpointe Asset Management
Nevada
$183K – – –
LWP
58
Lumature Wealth Partners
Georgia
$163K – – –
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$147K +$17.3K +640 +13%
TFP
60
Tilia Fiduciary Partners
North Carolina
$125K – – –
WWM
61
Wolff Wiese Magana
California
$115K – – –
T
62
TCWP
Ohio
$49K +$49K +1,825 New
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$48K – – –
GWM
64
Geneos Wealth Management
Colorado
$47K – – –
CWM
65
Cedar Wealth Management
California
$41K -$5.42K -198 -12%
APA
66
American Portfolios Advisors
New York
$34.2K +$1.17K +43 +4%
FFWM
67
Future Financial Wealth Management
Ohio
$27K – – –
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$27K – – –
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$27K +$27K +983 New
AA
70
Ancora Advisors
Ohio
$26K – – –
CA
71
Clearstead Advisors
Ohio
$23K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
TFGT
73
TS Financial Group (TSFG)
Illinois
$20K – – –
SFCL
74
Strengthening Families & Communities LLC
Massachusetts
$10K +$842 +31 +9%
BFEC
75
Benjamin F. Edwards & Company
Missouri
$9K -$132 -5 -1%
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